Wal-Mart Stores shares owned by Westover Capital Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Westover Capital Advisors
from 13F filings
Historical chart of Westover Capital Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Westover Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 51k | 103.06 |
| 2025-06-30 | $4.9M | 50k | 97.78 |
| 2025-03-31 | $4.4M | 50k | 87.79 |
| 2024-12-31 | $3.7M | 41k | 90.35 |
| 2024-09-30 | $3.4M | 43k | 80.75 |
| 2024-06-30 | $3.0M | 45k | 67.71 |
| 2024-03-31 | $2.5M | 42k | 60.17 |
| 2023-12-31 | $2.3M | 15k | 157.65 |
| 2023-09-30 | $1.9M | 12k | 159.93 |
| 2023-06-30 | $1.8M | 12k | 157.18 |
| 2023-03-31 | $1.7M | 12k | 147.45 |
| 2022-12-31 | $1.6M | 12k | 141.79 |
| 2022-09-30 | $1.6M | 13k | 129.68 |
| 2022-06-30 | $2.1M | 18k | 121.57 |
| 2022-03-31 | $2.6M | 17k | 148.91 |
| 2021-12-31 | $2.6M | 18k | 144.67 |
| 2021-09-30 | $2.6M | 19k | 139.35 |
| 2021-06-30 | $2.7M | 19k | 141.04 |
| 2021-03-31 | $2.9M | 22k | 135.81 |
| 2020-12-31 | $3.6M | 25k | 144.13 |
| 2020-09-30 | $3.5M | 25k | 139.93 |
| 2020-06-30 | $2.9M | 24k | 119.78 |
| 2020-03-31 | $2.7M | 23k | 113.61 |
| 2019-12-31 | $2.6M | 22k | 118.84 |
| 2019-09-30 | $2.8M | 23k | 118.69 |
| 2019-06-30 | $2.6M | 23k | 110.50 |
| 2019-03-31 | $2.3M | 24k | 97.52 |
| 2018-12-31 | $1.3M | 14k | 93.19 |
| 2018-09-30 | $1.3M | 14k | 93.91 |
| 2018-06-30 | $2.0M | 23k | 85.64 |
| 2018-03-31 | $2.9M | 32k | 88.97 |
| 2017-12-31 | $3.5M | 35k | 98.74 |
| 2017-09-30 | $2.8M | 36k | 78.14 |
| 2017-06-30 | $2.2M | 29k | 75.69 |
| 2017-03-31 | $2.1M | 29k | 72.07 |
| 2016-12-31 | $1.6M | 23k | 69.13 |
| 2016-09-30 | $553k | 7.7k | 72.12 |
| 2016-06-30 | $255k | 3.5k | 73.11 |
| 2016-03-31 | $240k | 3.5k | 68.53 |
| 2015-12-31 | $231k | 3.8k | 61.19 |
| 2015-09-30 | $291k | 4.5k | 64.77 |
| 2015-06-30 | $320k | 4.5k | 70.91 |
| 2015-03-31 | $363k | 4.4k | 82.26 |
| 2014-12-31 | $477k | 5.6k | 85.87 |
| 2014-09-30 | $461k | 6.0k | 76.39 |
| 2014-06-30 | $1.1M | 14k | 75.10 |
| 2014-03-31 | $2.0M | 26k | 76.44 |
| 2013-12-31 | $2.0M | 26k | 78.68 |
| 2013-09-30 | $1.9M | 26k | 74.48 |
| 2013-06-30 | $2.3M | 31k | 74.50 |